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Transact

**About Transact**

Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status.

As a customer-centric and client focused business, we put our clients at the heart of everything we do.

Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.

**Our purpose:** We enable clients and their advisers to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.

**Our strategy:** We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.

**Our values:** We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community.

**Company Background**

Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf and 249,000 investor clients (as at December 2025).

**Equal Opportunities**

We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.

## Interim HR Manager

**Vacancy reference:** LON-HRX-000878

**Salary:** Competitive

**Department:** Human Resources

**Location:** London

**Employment type:** Fixed Term

### Role Overview

We are recruiting for an experienced HR professional to join our team on a 10-month fixed term contract, covering maternity leave. This is a fantastic opportunity to manage the HR function to deliver a comprehensive, responsive, and effective HR service aligned with business requirements.

### Key Responsibilities

As Interim HR Manager, you will play a key role in driving several projects, including:

- Overseeing the implementation and staff communications on the new Benefits Portal
- Supporting the Head of HR on the new HRIS project
- Managing and embedding the Fitness & Propriety outputs from the SMCR project
- Managing the rollout and implementation of the Employment Rights Bill changes

### Person Specification

The ideal candidate will be CIPD qualified and will be well versed in employment law and best practice HR approaches and initiatives. You will have experience managing teams and handling complex employee relations cases. Strong interpersonal skills are essential, as the role requires building effective relationships with senior management and communicating at all levels of the business. A background in financial services and familiarity with SMCR is desirable as is any previous experience implementing HR systems.

### Remuneration & Benefits

We offer a competitive remuneration package, including:
- Company discretionary bonus
- Excellent pension contributions
- Attractive staff share scheme
- BUPA health insurance
- Buying and selling of annual leave
- Sponsorship of relevant professional qualifications

### Work Arrangement

The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home.

Head of HR @ Transact | MA HR Management | Global HR Experience | Tech | Financial Services | Start Up

Eloise Wale

Head of Human Resources

HR Manager at Transact

Niamh Jones

HR Manager

Client Operations Manager

Interim HR Manager

People Manager

Human Resources Business Partner

Human Resources

HRIS

Employment Law

Employee Relations

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £50.31 billion of funds under direction (as at June 2021) on behalf of over 6,400 advisers and 205,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.
We have been rated the number one investment platform in independent surveys conducted by CoreData and Investment Trends for 11 consecutive years (2010-2020). We once again topped major categories including Overall Satisfaction, Investment Capabilities and Adviser Support Services in the 2020 Investment Trends survey. We are proud to have been voted Platform of the Decade at the 2016 UK Platform Awards, and in 2017 we won eight awards including FT Adviser's 5 Star Investment and Investment Innovation award. In 2018 our awards included Platforum's Best Adviser Platform over £10bn, as well as Professional Paraplanner's Best Platform and Best Overall Service - Existing Business awards. In 2019 we were awarded Professional Adviser's Best Platform for Advisers (AUA over £20bn), Professional Paraplanner's Best Platform award as well as FT Adviser's 5 Star Investment Provider award. For 2020 we were awarded a Platinum Platform Rating by Adviser Asset (which we also received in 2019 and 2018) and the FT Adviser's 5 Start Platform award.

Welcome to Transact, an award-winning investment platform offering financial advisers and their clients a modern, efficient way to manage client investment portfolios.

We are recruiting for an experienced HR professional to join our team on a 10-month fixed term contract, covering maternity leave. This is a fantastic opportunity to manage the HR function to deliver a comprehensive, responsive, and effective HR service aligned with business requirements.

As Interim HR Manager, you will play a key role in driving several projects, including:

- Overseeing the implementation and staff communications on the new Benefits Portal.
- Supporting the Head of HR on the new HRIS project.
- Managing and embedding the Fitness & Propriety outputs from the SMCR project.
- Managing the rollout and implementation of the Employment Rights Bill changes.

**Other Responsibilities include**

- Managing the performance and development of the HR team, setting clear and stretching objectives, providing regular feedback and support.
- Providing managers (and the team) with oversight, and guidance, and support on any change management initiatives across the business.
- Ensuring that the team provides accurate interpretation of HR policies and procedures to managers.
- Supporting and engaging the management team with the annual PDR process to ensure a high submission rate is achieved.
- Overseeing the organisation and management of all social awareness, key company dates and company forums.

**Pay and benefits**

- Overseeing the processing and administration of all benefits.
- Managing all benefit renewal processes such as EAP, PMI and Life Assurance.

**HR Information System**

- Own the HRIS and oversee the maintenance, development and upgrade of the system.
- Ensuring that the HR team are continually upskilled, and are proficient users of the HRIS.

**HR Data and MI**

- Collating the relevant data, assessing progress against our target and submitting the annual response required for our Women in Finance Charter
- Supporting the team with the collation of the HR data required for all Board reports across the year and reviewing the final draft version before sending for approval.
- Managing the quarterly review process of all employee talent map ratings and supporting managers with their understanding of the process.

**Fitness & Propriety**

- Ensuring that the team complete all HR responsibilities for Fitness & Propriety lifecycle requirements, such as checks and tracking of regulated roles.
- Managing the delivery of the annual certification of all employees in regulated roles (SMF, MRT, CP), ensuring all relevant checks and competence assessments (DBS, Credit, F&P, ASC) have been successfully completed in line with the certification deadlines.
- Ensuring the documentation and tracking of all registered staff is recorded in line with company and regulatory requirements; regularly assessing and reviewing that internal HR trackers are maintained appropriately and supporting the team in strengthening controls.

**Employee Relations**

- Overseeing the management of all employee relations cases relating to the Group and ensuring the team provides appropriate advice, guidance and support.
- Encouraging autonomous management of cases amongst the team, acting as an escalation point where required.

**Other**

- Implementing risk management and governance policy at team level.
- Supporting the Head of HR on internal and external audits and implementing proactive controls.
- Assisting the Head of HR with people projects as necessary.

**Person Specification**

The ideal candidate will be CIPD qualified and will be well versed in employment law and best practice HR approaches and initiatives. You will have experience managing teams and handling complex employee relations cases. Strong interpersonal skills are essential, as the role requires building effective relationships with senior management and communicating at all levels of the business. A background in financial services and familiarity with SMCR is desirable as is any previous experience implementing HR systems.

We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.

The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home.

**About Us**

Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status.

As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do.

Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.

**Our purpose**: We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.

**Our strategy**: We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.

**Our values**: We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community.

Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf and 249,000 investor clients (as at December 2025).

**Equal Opportunities**

We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.

London

An experienced HR professional is needed for a 10-month fixed-term contract to manage HR functions and projects at Transact, covering maternity leave.

Transact

Jobs

Interim HR Manager

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